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© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 2
Agenda
• Who Am I?
• State of the Start-Up Ecosystem
• How ...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 3
Who Am I?
• Investor at Battery Ventures focused
on B2B sof...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 4
State of the Start-Up Ecosystem
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
1. Cost of starting a company is decreasing
5
Source: Mark Su...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
2. Proliferation of micro vc and microbrews
6
Source: CB Insi...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
3. Smart minds aren’t running to Wall Street
7
Source: Zero H...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
4. Market sizes are expanding
8
Source: Packetworks
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
5. Distribution is enhancing market velocity
9
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
6. Companies are staying private longer
10
Source: Mark Suste...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
7. Public money is playing in private markets
11
Source: CB I...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 12
So…….. what??
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 13
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Valuations go up…
14
Source: Pitchbook
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Round sizes go up…
15
Source: Tom Tunguz - Redpoint
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Unicorns go up…
16
Source: CB Insights
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
… And winners take all
17
Source: Play Bigger Advisors, LLC.
...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 18
Entrepreneurs should be all like….
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 19
Because great companies are started in all markets
0
1,000...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 20
You just need to keep building value …
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 21
… and growing up and to the right
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
How Have VCs Found Deals Historically?
22
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Method 1: Smile and dial
23
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Method 2: Networking and referrals
24
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
How has Data Impacted Venture Sourcing?
25
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
The Godfathers: LinkedIn and TechCrunch
26
• LinkedIn provide...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Commercialization for the have nots
27
• Companies like Faceb...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Tools have proliferated
28
Company-Focused People-Focused
For...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 29
So…….. what??
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Targeted outreach
30
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Trends for 2015
31
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
More dinosaurs gonna die
32
Bubble, My Ass: Some Unicorns Mig...
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
More security breaches are coming
33
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Advice for Founders
34
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Stay lean and talk to all potential customer…
35
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
… and diligence VCs before reaching out
36
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Don’t optimize for valuation early …
37
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
… because it’s a long journey
38
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
… but a fun one
39
© 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587
Q&A
40
Logan Bartlett - Mattermark Webinar 4.30.2015
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Logan Bartlett - Mattermark Webinar 4.30.2015

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My presentation for a Webinar with Mattermark from April 30, 2015 on the state of the start-up ecosystem, the evolution of venture capital sourcing, trends for 2015 and advice for founders

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Logan Bartlett - Mattermark Webinar 4.30.2015

  1. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 2 Agenda • Who Am I? • State of the Start-Up Ecosystem • How Have VCs Found Deals Historically? • How has Data Impacted Venture Sourcing? • Trends for 2015 • Advice for Founders • Q&A
  2. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 3 Who Am I? • Investor at Battery Ventures focused on B2B software investing • Battery typically looks to write checks between $8 and $25M • Active with our firm’s investments in Coupa, Glassdoor and Yesware • www.loganvc.com
  3. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 4 State of the Start-Up Ecosystem
  4. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 1. Cost of starting a company is decreasing 5 Source: Mark Suster – Upfront Ventures
  5. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 2. Proliferation of micro vc and microbrews 6 Source: CB Insights
  6. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 3. Smart minds aren’t running to Wall Street 7 Source: Zero Hedge
  7. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 4. Market sizes are expanding 8 Source: Packetworks
  8. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 5. Distribution is enhancing market velocity 9
  9. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 6. Companies are staying private longer 10 Source: Mark Suster – Upfront Ventures
  10. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 7. Public money is playing in private markets 11 Source: CB Insights
  11. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 12 So…….. what??
  12. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 13
  13. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Valuations go up… 14 Source: Pitchbook
  14. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Round sizes go up… 15 Source: Tom Tunguz - Redpoint
  15. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Unicorns go up… 16 Source: CB Insights
  16. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 … And winners take all 17 Source: Play Bigger Advisors, LLC. #1 in Market, 76% All Others in Market, 24%
  17. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 18 Entrepreneurs should be all like….
  18. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 19 Because great companies are started in all markets 0 1,000 2,000 3,000 4,000 5,000 6,000 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 Nasdaq For a full list of all Battery investments and exits, please visit www.battery.com Nasdaq
  19. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 20 You just need to keep building value …
  20. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 21 … and growing up and to the right
  21. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 How Have VCs Found Deals Historically? 22
  22. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Method 1: Smile and dial 23
  23. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Method 2: Networking and referrals 24
  24. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 How has Data Impacted Venture Sourcing? 25
  25. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 The Godfathers: LinkedIn and TechCrunch 26 • LinkedIn provided new insights into both companies and employees • Crunchbase crowdsourced funding information and provided extensive coverage on the start-up ecosystem
  26. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Commercialization for the have nots 27 • Companies like Facebook, Netflix, LinkedIn, Twitter, AirBnB etc. built tools to handle their scale that were later commercialized • Mattermark took practices that were done at the top venture firms and institutionalized it for the masses… . … and made it searchable by investor, stage, business model etc.
  27. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Tools have proliferated 28 Company-Focused People-Focused For a full list of all Battery investments and exits, please visit www.battery.com
  28. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 29 So…….. what??
  29. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Targeted outreach 30
  30. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Trends for 2015 31
  31. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 More dinosaurs gonna die 32 Bubble, My Ass: Some Unicorns Might Be Overvalued, But All Dinosaurs Gonna Die. By Dave McClure
  32. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 More security breaches are coming 33
  33. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Advice for Founders 34
  34. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Stay lean and talk to all potential customer… 35
  35. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 … and diligence VCs before reaching out 36
  36. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Don’t optimize for valuation early … 37
  37. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 … because it’s a long journey 38
  38. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 … but a fun one 39
  39. © 2015 ALL RIGHTS RESERVED ● MATTERMARK.COM ● (415) 366-6587 Q&A 40

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